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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Tumbleweed who wrote (33273)	9/22/1998 8:21:00 PM
From: Eddie Kim	Read Replies (1) \| Respond to of 97611

How about this: Valuation. No matter how you slice it or dice it - DELL is highly valued with high expectations priced in. The moment of weakness this stock probably tanks 30% in days. This risk alone should make any investor very cautious. It's investors like you, who are complacent and expect DELL to continue as normal, who will get hit the hardest. Dell's growth rate should decline. You talk about servers, yet is DELL positioned to capture the high-end market that Compaq. HWP, and IBM dominate?